Focused on You
For more than 40 years, Abbot Downing has served the needs of ultra-high-net-worth individuals, families, foundations, and endowments. We partner with you and your advisors to manage the full impact of your wealth by crafting finely tuned strategies designed to deliver superior results over time.
Five pillars supported by a strong foundation
Unique wealth is far from one-dimensional. It has financial, social, and personal dimensions, and each requires a distinct level of care. We provide integrated solutions to you and can help you achieve your goals through our specialized knowledge and a comprehensive suite of services.
Highly customized, institutional-quality investment solutions across a broad spectrum of asset classes designed to reflect your unique needs and goals.
Planning, Family Dynamics and Education
You receive access to planning professionals and family dynamics and education experts with advanced degrees and experience to help your family manage the financial and non-financial impacts of wealth.
Trust, Fiduciary, and Administrative Services
We focus our years of experience and knowledge on helping you and your family establish an effective long-term plan.
Our Private Banking team provides our clients with access to world-class banking services, one-of-a-kind lending solutions, and premier risk management services that work with your overall plan, augmenting your long-term growth strategy.
Foundations and Endowments
Our approach helps to free the board and staff to focus on their mission by combining an institutional investment platform with specialized services.
The Abbot Downing Difference
With Abbot Downing, you can expect big-picture thinking and custom strategies. Our highly skilled, dedicated team takes the time to ask questions, listen, and get to know you personally. Paired with innovative thinking and thoughtful guidance, we develop custom solutions tailored to each individual, family, and institution we serve.
We focus on the road ahead, today.
We are committed to developing a long-term relationship built on trust that delivers the level of service you deserve and expect. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.